EstateExecReviews of estateexec.com

I went back and forth on whether I needed to buy EstateExec but I am sooooo glad I ended up purchasing it. I was planning on just using spreadsheets, which is so crazy and naive. It's actually fun to use too. I love sending my sisters the reports; I look so buttoned up. Plus, we had to unfortunately open Probate, and the courts (and my lawyer & CPA) have been super impressed. The first email from my lawyer was all about how great it is that I'm so organized. The software is very intuitive and easy to figure out. But the few times I have had questions, the support team is incredibly responsive. I highly recommend to every personal representative, successor trustee, executor, etc. It will make your life so much easier.

More helpful than the attorney and his paralegal at a fraction of the cost!

This tool is tremendous in helping guide an executor through the tedious processes involved in the Estate Settlement event. It saved me the enrollment fee several times over.

I appreciate this product immensely. Makes it much easier to collaborate with co-executor from out of state. I look forward to seeing how it grows in the future. Customer service is excellent!

This has been the exact product that I have been looking for. Have been using it for 7 months now. Makes the process of dealing with a complicated Estate very simple. Support has been great, even our estate attorney is impressed. An extra plus is the fact that it is State specific, even when I live in a different State. Thanks for developing this software, would definitely recommend to help out with any estate.

Excellent program that provides a clear roadmap, at a time when 'thinking' is not always easy.

This tool has saved me countless hours and allowed me to retire multiple spreadsheets that I was struggling to keep up to date and in sync.The estate is still in process but within two days of purchasing this tool, I was able to create several of the cashflow and distribution reports I needed for my accountant and lawyer.

I have just gotten started using the app. I ran into a problem logging in. I sent an email to the company and within hours I got a response with a solution to my problem. Then, I received an invitation to discuss the app and it's functions. I replied that, as a business owner, I really appreciated this opportunity. They gave me tips and guidance and I gave feedback. This gives me a strong sense of how much they care about the development of the app and that they will be there if I need more help in the future. That's a 5 star company.